Guess Which CIS Staff These Grad Photos Belong To!

Guess Which CIS Staff These Grad Photos Belong To!

Bob Barber Rachael Barber Nathaniel Morris Pat Hail Kirsten Otto Jenna Peters Bonus! Bob's football pic! Click below to read other articles from the CIS Wealth August 2016 Newsletter College Savings Plans Rules for Withdrawals from 529 Higher Education Savings Plans and Coverdell Educational Savings Accounts (ESA). LEARN MORE Stock & Bond Market Strategies If you [...]
Making A College Dorm A Home Away From Home

Making A College Dorm A Home Away From Home

Advice for the Recent Grad in Your Life It’s that time of year again! The time where high school grads are going off to college for the first time. I’m sure many of you have kids and grandkids that will be starting this journey, and you want them to be as comfortable as possible when [...]
A Strategy for Today’s Stock and Bond Market

A Strategy for Today’s Stock and Bond Market

If you have been an investor for at least 10 years and you have a buy and hold investment portfolio, now may be the time to get tactical. The United States stock and high yield bond markets have completely rebounded from their major downturns of the early and late 2000’s and are now at all [...]
Qualified Expenses for College Savings Plan Withdrawals

Qualified Expenses for College Savings Plan Withdrawals

Trying to determine what college expenses qualify for 529 Plan and Coverdell Education Savings Account (ESA) withdrawals? Here is a listing for quick, easy reference. Make sure and keep any receipts for these qualified expenses to prove the use of the distribution, in case of a tax audit. 529 Plans Qualified higher education expenses: generally, [...]